Ilustración sección

Porteføljesammensætning og investering

Ifølge INVERCO's seneste kvartalsrapport om spanske familiers økonomiske besparelser, Spanske familier har mere end 2.700.000 millioner euro i økonomiske besparelser og ønsker at gøre denne kapital rentabel gennem investering.

Denne type kunde betragtes som premiumsegmentet af finansielle institutioner, som konkurrerer om at beholde dem og øge deres position i deres enhed. Dette opnås til dels gennem differentieret behandling.

Konsoliderede porteføljeanalyseværktøjer, multi-enhed og med up-to-date information, er udviklingen af håndfodrede og forældede Excel-filer. Wealth Reader API får adgang til oplysninger i detaljer og uden fejl. Vi sørger for nøjagtigt at gendanne sammensætningen af alle investeringsporteføljer, herunder deres ISIN og transaktionskoder fra datoen for oprettelsen af porteføljen.

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